S.E.E.D. Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

S.E.E.D. Planning Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.19M	Buy	9,505 +2,301	+32%	+$282K	0.29%	57
2026 Q2	$895K	Sell	7,204 -288	-4%	-$34.7K	0.24%	56
2026 Q1	$799K	Sell	7,492 -652	-8%	-$74K	0.23%	53
2025 Q4	$964K	Hold	8,144	–	–	0.27%	49
2025 Q3	$954K	Buy	8,144 +856	+12%	+$95.3K	0.28%	51
2025 Q2	$774K	Hold	7,288	–	–	0.24%	53
2025 Q1	$658K	Sell	7,288 -128	-2%	-$12.6K	0.22%	57
2024 Q4	$745K	Sell	7,416 -12	-0.2%	-$1.18K	0.25%	60
2024 Q3	$697K	Sell	7,428 -604	-8%	-$54.8K	0.23%	59
2024 Q2	$732K	Hold	8,032	–	–	0.27%	58
2024 Q1	$677K	Hold	8,032	–	–	0.25%	58
2023 Q4	$609K	Hold	8,032	–	–	0.25%	55
2023 Q3	$534K	Sell	8,032 -624	-7%	-$43.1K	0.21%	54
2023 Q2	$595K	Hold	8,656	–	–	0.21%	55
2023 Q1	$529K	Hold	8,656	–	–	0.2%	56
2022 Q4	$464K	Hold	8,656	–	–	0.2%	56
2022 Q3	$455K	Hold	8,656	–	–	0.21%	54
2022 Q2	$473K	Hold	8,656	–	–	0.21%	53
2022 Q1	$601K	Sell	8,656 -3,904	-31%	-$267K	0.26%	49
2021 Q4	$960K	Hold	12,560	–	–	0.42%	45
2021 Q3	$860K	Hold	12,560	–	–	0.41%	45
2021 Q2	$852K	Buy	12,560 +1,028	+9%	+$66.3K	0.42%	47
2021 Q1	$701K	Buy	11,532 +3,904	+51%	+$238K	0.38%	47
2020 Q4	$460K	Hold	7,628	–	–	0.28%	49
2020 Q3	$414K	Sell	7,628 -572	-7%	-$30.1K	0.3%	47
2020 Q2	$393K	Buy	+8,200	New	+$361K	0.31%	44

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

S.E.E.D. Planning Group's IWF Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 32% in Q3 2026, buying an estimated $282K and bringing the position to 9,505 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #57.

S.E.E.D. Planning Group first reported a position in IWF in Q2 2020 and has held it in 26 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

S.E.E.D. Planning Group held 9,505 shares of iShares Russell 1000 Growth ETF worth $1.19M as of Q3 2026.
S.E.E.D. Planning Group bought 2,301 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $282K.
iShares Russell 1000 Growth ETF made up 0.29% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #57 holding.
S.E.E.D. Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 26 quarters since.
154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.